Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,578 | $86,225+19.0% | $146,649-30.1% | $86,828+18.1% |
| Participation rate | 96.7% | 78.0%+18.8pp | 80.1%+16.7pp | 72.3%+24.4pp |
| Annual return | 13.72% | 31.23%-17.5pp | 22.75%-9.0pp | 97.95%-84.2pp |
| Employer contribution / active EE | $1,793 | $2,392-25.0% | $4,137-56.7% | $2,406-25.5% |
| Participant deferral / active EE | $5,603 | $4,245+32.0% | $5,506+1.8% | $4,132+35.6% |
| Admin fee / account holder | $9 | $195-95.1% | $10,281-99.9% | $170-94.4% |